---
title: "Role Template Menu Configuration"
slug: "roletemplatemenuconfiguration"
updated: 2026-02-28T11:54:44Z
published: 2026-02-28T11:54:44Z
canonical: "help.symphonysummitai.com/roletemplatemenuconfiguration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Role Template Menu Configuration

You can select the menus and submenus to which Users can have view/ edit access. The administrator can select the required menu access to the particular Role Template. Only the selected Menus are displayed to the users assigned to that Role Template. The access to users is based on the Domain and Role Template to which they are assigned.

#### **To add a Role Template:**

1. Navigage to **Workspace** > **Admin**> **Users** > **General**> **Role Template**.
2. Click the **ADD MENU CONFIGURATION** icon on the **ACTIONS** panel to create a new Role Template, and add the Menu Configuration for the new Role Template.
3. On the **ROLE TEMPLATE - MENU CONFIGURATION** page, select the Module and type in details for the new Role Template name.
4. Select a home page from the **Landing Page** list and click the **Refresh** icon. If you select the **Active** check box, the Role Template becomes available to be assigned to Users.
5. Select the menus, submenus and the **Edit**, **View** check boxes to provide the required access. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-ZTD214IG.png) Figure: Super Admin ROLE TEMPLATE - MENU CONFIGURATION page

##### ACTIONS

This section explains all the icons displayed on the **ACTIONS** panel of the **ROLE TEMPLATE - MENU CONFIGURATION** page.

**SHOW LIST**

Click **SHOW LIST** to display the **LIST** table showing all the configured Templates.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-5J9P2AJ7.png) Figure: ROLE TEMPLATES page: List of Role Templates

- To select a domain, click Filters and select the domain from the drop-down list.
- To display the inactive Templates, click the **Include Inactive** check box.
- To edit a Template, click the configured **Template Name**. Make appropriate changes, and click **SUBMIT**.
- Click **ADD MENU CONFIGURATION** to configure menus and submenus for the Role Template.
- Click **ADD OTHER CONFIGURATION** to add other configuration details for the Role Template.

##### ACTIONS

This section explains all the icons displayed on the **ACTIONS** panel of the **ROLE TEMPLATE** page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/roletemplatemenuconfiguration-image-9tpvp6oo.png)FILTERS

Click **Filters** to search a specific user for the role template. Click **SUBMIT** to get the search results.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-V0N219GX.png) Figure: FILTERS pop-up page

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/roletemplatemenuconfiguration-image-8x6xfx3k.png)USERS - ROLE TEMPLATE

Click **USERS - ROLE TEMPLATE** to view the users who are mapped to the specific Role Template. See Screen Shot.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-VQYW9YO7.png) Figure: ROLE TEMPLATE page

**USER TEMPLATE MAPPING**

Click **USER TEMPLATE MAPPING** to view the mapped role templates for all the users. The **USER TEMPLATE MAPPING** page is displayed.

You can view the Role Templates for each User. To view the Role Template for a User, select **By User** from the drop-down list in the **Role Template** column.

Figure: USER TEMPLATE MAPPING: User wise To view the Users for each Role Template in the **LIST** table, select By Role Template from the drop-down list.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/roletemplatemenuconfiguration-image-8n7zh8qp.png) Figure: USER TEMPLATE MAPPING: Role Template wise

**ACTIONS**

This section explains all the icons displayed on the **ACTIONS** panel of the **USER TEMPLATE MAPPING** page.

**Filters**

Click **Filters** to specify filter criteria to search specific role templates or users. Click **SUBMIT** to get the search results.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/roletemplatemenuconfiguration-image-nxhikho8.png) Figure: FILTERS pop-up page

**EXPORT TO EXCEL**

Click **EXPORT TO EXCEL** to export the details on the **USER TEMPLATE MAPPING** page to a Microsoft Excel sheet.

**EXPORT ALL**

Click **EXPORT ALL** to export all the records on the **USER TEMPLATE MAPPING** page to a Microsoft Excel sheet.

**EXPORT TO EXCEL**

Click **EXPORT TO EXCEL** to export the role template details displayed on the current page to a Microsoft Excel sheet.

**EXPORT ALL**

Click **EXPORT ALL** to export all the role template details to a Microsoft Excel sheet.

### References

- For configuring other details for Role Templates, see [Adding Role Template Other Configuration](/apex/docs/roletemplateotherconfiguration).
- For configuring Role Privileges, see [Configuring Role Templates](/apex/docs/configuring-role-templates).
- For adding Users, see [Adding Users](/apex/docs/add-users).